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Heartwood Wealth Advisors’s KKR & Co KKR Stock Holding History

Heartwood Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,716
Closed -$219K – 228
2025
Q4 		$219K Sell
1,716
-7
-0.4% -$871 0.02% 197
2025
Q3 		$224K Hold
1,723
– – 0.02% 190
2025
Q2 		$229K Buy
+1,723
New +$202K 0.02% 174
2025
Q1 		– Sell
-1,667
Closed -$247K – 176
2024
Q4 		$247K Buy
+1,667
New +$245K 0.03% 150

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's KKR Position: Q1 2026 in Review

Heartwood Wealth Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,716 shares — an estimated $219K sold.

Heartwood Wealth Advisors first reported a position in KKR in Q4 2024 and held it in 4 quarters. The position peaked at $247K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Heartwood Wealth Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,716 KKR & Co shares in Q1 2026, an estimated $219K.
  • Heartwood Wealth Advisors first reported a position in KKR & Co in Q4 2024 and held it in 4 quarters.
  • Heartwood Wealth Advisors's KKR & Co position peaked at $247K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.